See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,796 | $165,984-90.5% | $164,813-90.4% | $145,922-89.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 9.96% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,397 | $5,273-54.5% | $4,341-44.8% | $4,660-48.6% |
| Participant deferral / active EE | $3,084 | $6,959-55.7% | $6,031-48.9% | $6,688-53.9% |
| Admin fee / account holder | $23,746 | $16,648+42.6% | $12,690+87.1% | $13,397+77.3% |